Filed September 9, 2016
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
M. TOIA1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $6,100 |
S. TISDELL1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $789 |
J. NESHEIWAT1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $419 |
S. GALKO1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $348 |
J. TINDALL1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $90 |
A. ABBENANTE, CFP1 year Service code 25 2255 GLADES ROAD · BOCA RATON, FL 33431 | Directed Trustee | $48 |
G. BROWNHOLTZ1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $32 |
D. GOOCH1 year Service code 25 3141 FAIRVIEW PARK DRIVE · FALLS CHURCH, VA 22042 | Directed Trustee | $19 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,653 | $73,867-46.3% | $143,757-72.4% | $68,494-42.1% |
| Participation rate | 30.8% | 66.7%-35.9pp | 80.3%-49.5pp | 67.9%-37.1pp |
| Annual return | -5.69% | 1.01%-6.7pp | -0.04%-5.6pp | -7.84%+2.2pp |
| Employer contribution / active EE | $728 | $3,184-77.1% | $4,951-85.3% | $2,596-72.0% |
| Participant deferral / active EE | $1,868 | $3,384-44.8% | $5,637-66.9% | $4,027-53.6% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |